ASI WEALTH MANAGEMENT & CONSULTING SERVICES - Financial Advisor in Oregon, Bend

Tel: 541-617-0898 15 Sw Colorado Suite 280 Bend, Oregon 97702-1129

About ASI WEALTH MANAGEMENT & CONSULTING SERVICES

ASI WEALTH MANAGEMENT & CONSULTING SERVICES is a Bend, Oregon based financial advisory firm with nearly $1,728,004,990 in assets under management and provides investment advisory services for 418 clients. There are currently 15 financial advisors at the firm.

General Information

Firm CRD#:

108138

Firm SEC#:

801-55026

Assets Under Management:

$1,728,004,990

No. of Clients:

418

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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801-112288

2682

$1,078,423,597

NORTHWEST QUADRANT WEALTH MANAGEMENT

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$533,960,987

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$374,091,174

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